{
  "crd_number": 309315,
  "slug": "shalom-global-capital-group-llc-san-jose-ca-309315",
  "primary_business_name": "SHALOM GLOBAL CAPITAL GROUP LLC",
  "legal_name": "SHALOM GLOBAL CAPITAL GROUP LLC",
  "dbas": [],
  "city": "San Jose",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-10-19",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-23",
  "carried_forward": false,
  "raum_total": 35034923.0,
  "raum_discretionary": 35000843.0,
  "raum_non_discretionary": 34080.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 25376403.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 9658520.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309315",
  "city_as_filed": "SAN JOSE",
  "url": "https://advisorcensus.com/firm/shalom-global-capital-group-llc-san-jose-ca-309315",
  "display_name": "Shalom Global Capital Group LLC",
  "summary": "Shalom Global Capital Group LLC is a state-registered investment advisory firm in San Jose, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.",
  "citation": "AdvisorCensus. Shalom Global Capital Group LLC (CRD 309315): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Shalom Global Capital Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Shalom Global Capital Group LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Shalom Global Capital Group LLC located?",
      "a": "Shalom Global Capital Group LLC's principal office is in San Jose, CA, according to its Form ADV."
    },
    {
      "q": "Is Shalom Global Capital Group LLC registered with the SEC or a state?",
      "a": "Shalom Global Capital Group LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309315."
    },
    {
      "q": "How much does Shalom Global Capital Group LLC manage?",
      "a": "Shalom Global Capital Group LLC reports $35,034,923 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Shalom Global Capital Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5); charitable organizations (1)."
    },
    {
      "q": "Does Shalom Global Capital Group LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309315"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/shalom-global-capital-group-llc-san-jose-ca-309315.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 9658520.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 25376403.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309315",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}